Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA Access Quant Small-Cap Equity Fund in their Schedule of Assets, totaling $392K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $221K |
| 2 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $76K |
| 3 | AMNESTY INTERNATIONAL USA, INC. |
NEW YORK NY |
| 123 |
| $19.9M |
| $54K |
| 4 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN | SANTA BARBARA CA | 225 | $17.3M | $35K |
| 5 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $4K |
| 6 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES POSTDOCTORAL PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 100 | $2.0M | $1K |
